Account Type***** ***Account Owner*** ******Account Opps/Deals***** ********Closed Won • Feb 25***K $Closed
***** ******Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
JefferiesSVP UK Industrials Equity ResearchMar 21 - PresentCredit SuisseVP Oil & Gas Equity ResearchJan 19- Mar 21Evolution SecuritiesResearch AnalystAug 07- Oct 11
Saul AderethPartnerView Profile, Saul AderethRyan DillonVP Of FinanceView Profile, Ryan DillonKevin Shaughnessy CfpSenior Vice President Private Wealth Advisor At U S Bank Private Wealth ManagementView Profile, Kevin Shaughnessy Cfp